Location: Virtual Training Session Duration: 1.5 hours Format: Lecture + Demonstration Workshop Slides: Presentation | Workbook Refundable deposits are collected by the University to ensure that items (e.g., FOBs, room keys, carrels) are returned and/or ensure that a room is left in satisfactory condition when it vacated. Due to the unique nature of refundable deposits, the University has
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Location: Virtual Training Session Duration: 2 hours Format: Lecture + Demonstration Workshop Material Processing travel and other reimbursable expenses are some of the most common FIS transactions performed by University staff. This workshop guides you through the provincial legislation that govern the University’s reimbursement policies, University guidelines as well other information that will aid you when processing reimbursable
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Location: Virtual Training Session Duration: 1.5 hours Format: Lecture + Demonstration Workshop Material Earmarked Funds (a.k.a., Manual Reserves, Funds Commitments and Encumbrances) are created by departments in FIS to reserve available budget dollars for expenses that are not processed through HRIS (e.g., payroll) or Logistics (e.g., POs). They enable you to set aside/reserve budget dollars for future expenditures. This
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Location: Virtual Training Session Duration: 2 hours Format: Lecture, Demonstration + Hands-on Practice Activity Workshop Material Controlling (CO) plans enable you track actual spending as compared to planned spending for a particular Fund Center. Once they are created and loaded into the corresponding operating budget, they are often updated throughout the fiscal year. This workshop guides you through the importance of updating CO
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Location: Virtual Training Session Duration: 2.5 hours Format: Lecture + Demonstration Workshop Material Processing travel and other reimbursable expenses are some of the most common FIS transactions performed by University staff. This workshop guides you through the provincial legislation that govern the University’s reimbursement policies, University guidelines as well other information that will aid you when processing reimbursable travel
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Location: Virtual Training Session Duration: 2 hours Format: Lecture, Demonstration + Hands-on Practice Activity Workshop Material Controlling (CO) plans enable you track actual spending as compared to planned spending for a particular Fund Center. Once they are created and loaded into the corresponding operating budget, they are often updated throughout the fiscal year. This workshop guides you through the importance of updating CO
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Location: Virtual Training Session Duration: 2 hours Format: Lecture + Demonstration The university policy requires that all departments reconcile their actual transaction with their Statement of Accounts on a monthly basis. This ensures that all transactions are completely/accurately recorded in FIS. This course walks you through the university’s month-end reconciliation policy, guidelines and management reports. Topics include: University month-end reconciliation policy
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Location: Virtual Training Session Duration: 2 hours Format: Lecture + Demonstration Year-end Operating Reserves are a division’s net overspending (deficit) or under spending (surplus) amount at the end of a fiscal year. Accurately calculating the operating reserve can play an important role in determining your divisions’ budget for the upcoming fiscal year. This course will introduce you to the
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Location: Virtual Training Session Duration: 2 hours Format: Lecture + Demonstration Workshop Material This workshop provides a review of departmental A/R responsibilities when processing external revenues and recoveries and an introduction to the Accounts Receivables Open Item Aging Report. Topics Include: Identify your departmental Accounts Receivable (A/R) financial management and accounting responsibilities Understand the Cost, Benefits
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